Hiring a Bookkeeper? Here's What to Know Before You Decide

Written By Kyle Padberg

Hiring a bookkeeper might feel like a luxury - but if you're spending hours trying to stay on top of receipts, bank feeds, and financial reports, it may be time to rethink that.

Here’s what to consider when choosing a bookkeeper and how to make sure you're getting the right kind of support for your business.

  1. Do they understand your industry?
    Bookkeeping isn’t one-size-fits-all. A retail business, a therapy practice, and a service-based consultant will all have different needs. Look for a bookkeeper who has experience with your type of business and understands your income streams, common expenses, and how to properly categorize transactions.

  2. Are they just doing data entry - or providing insight?
    There’s a difference between someone who enters your transactions and someone who helps you understand them. A good bookkeeper doesn’t just hand over a report, they help you make sense of the numbers so you can make smarter business decisions.

    If you’re only getting spreadsheets you don’t understand, it might be time to level up.

  3. Can they clean up your books if needed?
    If your books are behind - or you’re not even sure how behind you are - you need someone who can step in, sort it out, and bring everything current. Not all bookkeepers are comfortable with cleanup work. Make sure whoever you hire is up for the job and won't make things messier in the process.

  4. Will they work well with your tax pro?
    A good bookkeeper keeps your books clean, so your CPA or tax preparer isn’t scrambling at year-end. Ask if they’ve worked with outside accountants and how they typically collaborate.

Final Thoughts

Hiring a bookkeeper is an investment in your peace of mind. When done right, it frees you up to focus on growing your business, not stressing over spreadsheets.

Not sure what kind of support you need?
Let’s talk. Whether you’re looking for a checkup, a cleanup, or consistent monthly help, we’re happy to walk you through your options - no pressure, no jargon.

BookWise Bookkeeping

Phone 314-325-2478
info@bookwisestl.com

Kyle Padberg
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The Emotional Cost of Ignoring Your Books - And How To Break the Cycle